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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2276
SJS Investment Consulting
Ohio
$490K -$52.6K -104 -10%
PFWA
2277
Paces Ferry Wealth Advisors
Georgia
$490K +$16.7K +33 +4%
NF
2278
Nvest Financial
New Hampshire
$489K +$75.9K +150 +20%
OC
2279
Oarsman Capital
Wisconsin
$489K +$8.6K +17 +2%
LFP
2280
Leeward Financial Partners
Washington
$489K +$10.6K +21 +2%
B
2281
Barings
North Carolina
$489K +$102K +201 +28%
BFC
2282
Bedel Financial Consulting
Indiana
$489K +$54.1K +107 +13%
CMP
2283
Courage Miller Partners
Virginia
$488K +$12.7K +25 +3%
MIC
2284
Meridian Investment Counsel
California
$488K +$3.04K +6 +0.7%
IBOK
2285
Independence Bank of Kentucky
Kentucky
$488K +$152K +300 +49%
EAM
2286
Evanson Asset Management
California
$486K – – –
JE
2287
JMAC Enterprises
Pennsylvania
$485K +$186K +368 +69%
CM
2288
Capula Management
Cayman Islands
$485K -$832K -1,645 -65%
HCM
2289
Harvey Capital Management
Florida
$485K -$15.2K -30 -3%
ITFISA
2290
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$485K – – –
YDMI
2291
Y.D. More Investments
Israel
$485K – – –
LWM
2292
Lodestone Wealth Management
Washington
$483K +$2.53K +5 +0.6%
SL
2293
Sentinus LLC
Illinois
$480K -$32.4K -64 -7%
AWG
2294
Altus Wealth Group
Colorado
$480K – – –
OWA
2295
Octavia Wealth Advisors
Ohio
$479K +$20.7K +41 +5%
VW
2296
Vance Wealth
California
$477K – – –
PEA
2297
Park Edge Advisors
Ohio
$476K – – –
VW
2298
Vantage Wealth
California
$476K +$16.7K +33 +4%
SPP
2299
Single Point Partners
Massachusetts
$475K +$17.2K +34 +4%
AT
2300
Arvest Trust
Oklahoma
$475K -$16.7K -33 -4%
90 91
92
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